General settings

Taking an E-Signature in QuoteMachine

How to get signatures from your customers

Written by Tom Burnatowski
Updated over a week ago

Setting Restrictions on Price lists

limit quantity, customer type, and more.

Written by Tom Burnatowski
Updated over a week ago

Manage your QuoteMachine subscription

How to update your payment method and access your invoices

Written by Anna Brundage
Updated over a week ago

Cancelling an Order

Written by Tom Burnatowski
Updated over a week ago

Resetting your password

Simple steps to get you back in to your account

Written by Tom Burnatowski
Updated over a week ago

How to use Zapier with QuoteMachine

Connect QuoteMachine to hundreds of other apps with Zapier

Written by JD
Updated over a week ago

Connecting with Kangaroo rewards

How to Connect & use Kangaroo rewards integration with QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Attaching PDFs to account statements

How to to attach PDFs to your account statements

Written by Tom Burnatowski
Updated over a week ago

Automatic update of order status

How to set order statuses to change automatically when items are invoiced or checked-in

Written by Anna Brundage
Updated over a week ago

Hide QuoteMachine logo from emails and documents

How to remove the "Get started" message from emails and the bottom of your documents.

Written by JD
Updated over a week ago

How to add your tax numbers

Add details to the tax line on your documents

Written by JD
Updated over a week ago

Remove a customer’s email from a template

How to hide a customer’s email from a quote, order or invoice template

Written by Anna Brundage
Updated over a week ago

Collecting a Payment from an Order

How to receive a payment directly from a sales order

Written by Anna Brundage
Updated over a week ago

Connect QuoteMachine to your own email account

How to connect your email to QuoteMachine to send mail and access calendars.

Written by Anna Brundage
Updated over a week ago

Changing your Font & Color Scheme

Personalize your documents and stay on brand.

Written by Tom Burnatowski
Updated over a week ago

Connect with Zendesk Sell

How to connect QuoteMachine and Zendesk Sell together

Written by JD
Updated over a week ago

Custom order statuses

Create your own order statuses

Written by JD
Updated over a week ago

How to display the location or account email address in the Contact & Document details section

Setting the seller's email displayed in the quotes, invoices and other documents

Written by Anna Brundage
Updated over a week ago

Using Price Lists for Event Registration

Price lists can be used in many ways

Written by Tom Burnatowski
Updated over a week ago

How to delete a deposit from a quote

Delete a payment from a quote and convert it to a credit memo

Written by Anna Brundage
Updated over a week ago

Creating a Return in QuoteMachine

Written by Tom Burnatowski
Updated over a week ago

Entering Tax by Line Item

QuoteMachine lets you enter a different tax per line item

Written by Tom Burnatowski
Updated over a week ago

Expiration dates on Quotes

Let your customers know when their quote expires!

Written by Tom Burnatowski
Updated over a week ago

Using Merge & Custom Fields

Merge fields allow you to input information into your QuoteMachine documents

Written by Tom Burnatowski
Updated over a week ago

Connecting your Stripe Integration

Existing Stripe users also need to reconnect their Stripe accounts to complete the update.

Written by Tom Burnatowski
Updated over a week ago

Price Lists in QuoteMachine

Use a price list to showcase and sell your products online

Written by Tom Burnatowski
Updated over a week ago

Custom Fields

Custom Fields are a great way to customize your QuoteMachine experience.

Written by Tom Burnatowski
Updated over a week ago

Multicurrency

How to sell in multiple currencies

Written by JD
Updated over a week ago

How to use your own email servers to send emails

How to customize the sender email address

Written by JD
Updated over a week ago

Variable fields in emails

How to personalize emails with merge fields

Written by JD
Updated over a week ago

Background image on proposals

How to use a background image with your documents

Written by JD
Updated over a week ago

How to edit the shipping address of a document

Changing the shipping address on a quote or invoice

Written by Anna Brundage
Updated over a week ago

How to create a packing slip

Creating a pick and pack slip

Written by Anna Brundage
Updated over a week ago

Display shipping address on a document template

How to add a customer shipping address to a quote

Written by Anna Brundage
Updated over a week ago

Add a shipping address to a customer contact profile

Adding a shipping address that differs from the customer billing address

Written by Anna Brundage
Updated over a week ago